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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover Avg Time
Held (Qtrs)
PWS
3401
Peloton Wealth Strategists
Indiana
$114M -$8.12M -7% 4.2% 51.3% 112 65.18% 1.9
GBM
3402
Grace Brothers Management
Illinois
$114M +$6.36M +6% 0.13% – 50 14% 1.7
FFA
3403
Fragasso Financial Advisors
Pennsylvania
$113M +$16.3M +17% 3.24% 65.5% 74 20.27% 1.6
THCM
3404
Tipp Hill Capital Management
New York
$113M -$20.4M -15% 8.43% 1.13% 39 71.79% 1.1
RCS
3405
Retirement Capital Strategies
California
$113M +$6.08M +6% 6.62% 59% 9 0% 2
PM
3406
Penbrook Management
New York
$113M +$7.49M +7% 4.84% 106% 120 13.33% 1.7
ETM
3407
Euclidean Technologies Management
Washington
$113M -$1.1M -1% 6.03% 124% 45 22.22% 1.5
IF
3408
IRON Financial
Illinois
$113M -$18.4M -14% 3.97% 51.4% 98 40.82% 1
FPCP
3409
Fort Point Capital Partners
California
$113M +$9.29M +9% 3.81% 62.2% 48 25% 1.6
NVPV
3410
Norwest Venture Partners VIII
California
$113M -$58.3M -34% 34% – 2 0% 2
SIC
3411
Shoker Investment Counsel
Ohio
$113M +$6.25M +6% 4% 83.8% 91 12.09% 1.8
WSIB
3412
Washington State Investment Board
Washington
$112M +$10.4M +10% 9.39% 567% 26 0% 3.8
LWM
3413
Lyons Wealth Management
Florida
$112M -$2.24M -2% 6.34% 40.1% 97 54.64% 1.6
RCA
3414
Rex Capital Advisors
Rhode Island
$112M +$13.4M +14% 6.64% 7.31% 55 5.45% 3.5
EAMA
3415
EFG Asset Management (Americas)
Florida
$112M -$10.4M -8% 3.03% 112% 152 30.92% 1.6
TFO
3416
Tarbox Family Office
California
$112M -$290K -0.3% 4.83% 60.5% 588 8.67% 1.9
GIM
3417
Guild Investment Management
California
$112M +$51.8M +86% 6.81% 101% 46 80.43% 0.7
NERM
3418
New England Research & Management
Illinois
$112M +$2.51M +2% 3.2% 56.4% 164 22.56% 1.6
PMFA
3419
Plante Moran Financial Advisors
Michigan
$112M +$19.7M +21% 4.61% 62.8% 889 34.42% 2.5
TPP
3420
Triangle Peak Partners
California
$111M +$826K +0.7% 5.53% – 39 7.69% 1.8
PL
3421
Plancorp LLC
Missouri
$111M -$36M -24% 5.53% 67.3% 133 51.88% 1.6
IOOF
3422
Independent Order of Foresters
Ontario, Canada
$111M +$2.65M +2% 5.02% 66.3% 128 5.47% 3.7
LA
3423
Lau Associates
Delaware
$111M -$1.04M -0.9% 6.77% 44.5% 65 6.15% 3.7
PAA
3424
Peregrine Asset Advisers
Oregon
$111M -$18.6M -14% 6.01% 182% 152 48.03% 2.2
HCM
3425
Highlander Capital Management
New Jersey
$111M +$4.28M +4% 2.65% 34.4% 874 9.38% 3.5